-39.3%
BE vs PLUG
-56.5%
+17.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.7% | -12.9% | -12.9% |
| 7D | -14.7% | +5.8% | -20.6% | -19.3% |
| 30D | -40.5% | -18.5% | -22.0% | -28.1% |
| 3M | -24.3% | -30.0% | +5.6% | +4.0% |
| 6M | -39.3% | -56.2% | +16.9% | +12.1% |
| All | -39.3% | -56.5% | +17.1% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling